CIA
APD icon

Concurrent Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Concurrent Investment Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$29K – 1243
2024
Q4 		$29K Hold
100
– – ﹤0.01% 1080
2024
Q3 		$29.8K Hold
100
– – ﹤0.01% 1039
2024
Q2 		$25.8K Hold
100
– – ﹤0.01% 951
2024
Q1 		$24.2K Buy
+100
New +$24.5K ﹤0.01% 891

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concurrent Investment Advisors's APD Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Air Products & Chemicals (APD) stake by 28% in Q1 2026, buying an estimated $1.55M and bringing the position to 26,004 shares worth $7.55M. The position accounts for 0.08% of the portfolio, ranked #266.

Concurrent Investment Advisors first reported a position in APD in Q4 2023 and has held it in 10 quarters since. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Concurrent Investment Advisors held 26,004 shares of Air Products & Chemicals worth $7.55M as of Q1 2026.
  • Concurrent Investment Advisors bought 5,611 Air Products & Chemicals shares in Q1 2026, an estimated $1.55M.
  • Air Products & Chemicals made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #266 holding.
  • Concurrent Investment Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 10 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.